Understanding the Nuances of the OCIO Model: How Best to Customize Your Platform
Tuesday, February 14 | 3:00pm - 3:50pm
Boutique Asset Manager Platforms: The model that boutique asset managers utilize to provide services to foundations and family offices. The advantages and challenges inherent in a boutique asset manager including customization vs. one-size fits all, fees, value add, reporting, and other issues. Key issues to be aware of including success planning, potential conflicts, and other nuances of the relationship.
Managing Partner, Botanica Capital Partners LLC
Chief Executive Officer, Hirtle Callaghan
Chief Investment Officer, Commonfund
Chief Investment Officer, Covariance Capital Management